New senior leadership at IAM

Friday 24 February 2023

IAM Advisory has promoted four of its most senior staff and created a new senior leadership team to drive the business forward.

Simon Bowden has been promoted to Managing Director. He has been with IAM for 20 years and a Director for six years, and in that time has been increasingly central in running the business.

Mr Bowden will be responsible to the Board for all aspects in the day-to-day management of the business and delivery of successful outcomes to the firm’s client base.

Lan Broad has been promoted to Investment Research Director, having run the fund research function for eight years. She also takes on new responsibilities including chair of the investment committee and the selection of discretionary managers.

Warren Oliveira has been promoted to Operations and Data Management Director, reflecting both his contribution to developing IAM’s data platforms, including the roll out the revised Trustee Service, and the increasing importance that data management has for the business.

Sylwester Evans has been promoted to Associate Director, Investment Consulting, reflecting his strong performance in managing clients and their review and reporting. He will be responsible for ensuring implementation of investment ideas throughout most sectors of IAM Advisory’s client base.

Together, Mr Bowden, Ms Broad, Mr Oliveira, and Mr Evans will form the new senior leadership team.

Michael Strachan has also moved into the chairman role where he will continue to be involved in larger client structure oversight while also focusing on the strategic direction of the business and the development of its proprietary analytics platform.

“Simon has been instrumental in the running of our largest clients over the past years, and I have been impressed at his dedication and professionalism. I am delighted to see his hard work recognised with promotion to Managing Director,” said Mr Strachan.